Senior Wealth Consultant - Lead Desk

Mariner

About The Position

The Senior Wealth Consultant drives new client acquisition for the firm’s wealth management business by engaging with generated leads. The role conducts initial outreach, qualification, and discovery with prospective clients, then partners with Advisors to progress opportunities through the sales process and onboard new clients. The consultant works with internal sales teams and Advisors to support seamless lead management and conversion, expand the firm’s client base, and contribute to revenue growth. The firm describes its workplace as innovative and collaborative, with an emphasis on professional growth, community involvement, diversity, teamwork, camaraderie, and work-life balance. The role also requires a clean U4 with no disclosures.

Requirements

Bachelor’s degree in business or a related field from an accredited college or university.
At least 7 years of experience in financial services sales or a related client-facing role.
Series 65 or CFP required.
Proven success selling to new and existing clients in a consultative sales environment.
Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff.
Excellent communication and listening skills, with the ability to engage prospects at various levels.
Strong persuasion, negotiation, and problem-solving skills.
Ability to document opportunities clearly and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools.
High level of organization and follow-through.
Ability to build rapport quickly and establish trust with prospective clients.
Comfort working in a collaborative, team-based sales environment.
Clean U4 with no disclosures.

Responsibilities

Conduct timely outreach to assigned leads by phone, email, and virtual meetings to initiate conversations and build interest in the firm’s wealth management services.
Qualify prospective clients by assessing their financial needs, goals, and fit through structured discovery conversations.
Gather and document detailed client information to support Advisors in advancing opportunities and closing business.
Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience.
Follow up and engage consistently with prospects to advance opportunities through the sales pipeline.
Track lead activity, opportunity status, and pipeline progress accurately in CRM systems.
Collaborate with marketing and sales teams to follow lead-handling processes and ensure timely handoffs.
Deliver a professional, consultative experience that reflects the firm’s client-first approach.
Meet or exceed individual sales activity and conversion targets.
Provide regular updates on pipeline activity, conversion metrics, and sales outcomes.
Perform other duties as assigned.